Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SOUTHERN COSO · Entity 1308 | Director | June 09, 2023 | June 12, 2023 |
| Vulcan Materials COVMC · Entity 3118 | Director | June 12, 2026 | June 15, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
SOUTHERN CO
Report date June 09, 2023 · Filed June 12, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Southern Company Common StockSEC Table I · non-derivative | Direct | 844,238.797 |
Reported balance
After 2023-06-09 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-06-09 · Sale · Disposed 50,000 · Balance 844,238.797 F1: Shares sold pursuant to a 10b5-1 trading plan entered into on February 24, 2023 for estate, financial and tax planning purposes. Plan allows for the sale of up to 150,000 shares from 4/10/2023 through 6/12/2023. After completion of the transactions, Mr. Fanning will continue to hold shares of Southern common stock that significantly exceed his share ownership requirements. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.38 to $71.14, inclusive. The reporting person undertakes to provide to Southern Company, any security holder of Southern Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (2) to this Form 4. |
| Southern Company Common StockSEC Table I · non-derivative | IndirectBy 401(K) | 17,292.1454 |
Reported balance
Holding disclosure · report date 2023-06-09 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 17,292.1454 |
| Southern Company Common StockSEC Table I · non-derivative | IndirectBy Grantor Retained Annuity Trust | 66,970 |
Reported balance
Holding disclosure · report date 2023-06-09 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 66,970 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares sold pursuant to a 10b5-1 trading plan entered into on February 24, 2023 for estate, financial and tax planning purposes. Plan allows for the sale of up to 150,000 shares from 4/10/2023 through 6/12/2023. After completion of the transactions, Mr. Fanning will continue to hold shares of Southern common stock that significantly exceed his share ownership requirements.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.38 to $71.14, inclusive. The reporting person undertakes to provide to Southern Company, any security holder of Southern Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (2) to this Form 4.
Vulcan Materials CO
Report date June 12, 2026 · Filed June 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock (Deferred Compensation)SEC Table II · derivative / convertible security | Direct | 9,921.237 |
Reported balance
After 2026-06-12 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-12 · Grant · Acquired 301.428 · Balance 9,921.237 F1: Convertible on a 1-for-1 basis. F2: Director's fees credited to the reporting person's account in accordance with the Vulcan Materials Company Directors' Deferred Compensation Plan. F3: The units are to be settled in Vulcan Materials Company common stock commencing at the retirement of the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: Convertible on a 1-for-1 basis.
F2: Director's fees credited to the reporting person's account in accordance with the Vulcan Materials Company Directors' Deferred Compensation Plan.
F3: The units are to be settled in Vulcan Materials Company common stock commencing at the retirement of the reporting person.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 15, 2017 Filed Jun 19, 2017 22:07 UTC | Vulcan Materials CO VMC · Entity 3118 | GrantDeferred Stock Units · Derivative | 1,160 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-17-011489 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,213.637 Underlying: Common Stock · 1,160 shares Expires not disclosed F1 · derivative.exercise_price: Convertible on a 1-for-1 basis. F2 · kind: Annual deferred stock grant made to the reporting person under the Vulcan Materials Company 2016 Omnibus Long-Term Incentive Plan. F3 · price: Deferred Stock Units are fully vested as of the grant date. Vested shares will be delivered to the reporting person in the month of April following the year in which the reporting person ceases to be a member of the Board of Directors, unless the reporting person has elected to defer payment of the award, or unless payment is made earlier due to the death or disability of the reporting person or a change in control of Vulcan. F3 · derivative.exercise_date: Deferred Stock Units are fully vested as of the grant date. Vested shares will be delivered to the reporting person in the month of April following the year in which the reporting person ceases to be a member of the Board of Directors, unless the reporting person has elected to defer payment of the award, or unless payment is made earlier due to the death or disability of the reporting person or a change in control of Vulcan. F3 · derivative.expiration_date: Deferred Stock Units are fully vested as of the grant date. Vested shares will be delivered to the reporting person in the month of April following the year in which the reporting person ceases to be a member of the Board of Directors, unless the reporting person has elected to defer payment of the award, or unless payment is made earlier due to the death or disability of the reporting person or a change in control of Vulcan. Read SEC document |
| December 15, 2016 Filed Dec 19, 2016 20:32 UTC | Vulcan Materials CO VMC · Entity 3118 | GrantPhantom Stock (Deferred Compensation) · Derivative | 430.737 | $127.69 | $54,999.95 |
DisclosureSEC source: 0001225208-16-043499 · doc4.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,067.946 Underlying: Common Stock · 430.737 shares Expires not disclosed F1 · derivative.exercise_price: Convertible on a 1-for-1 basis. F2 · kind: Director's fees credited to the reporting person's account in accordance with the Vulcan Materials Company Directors' Deferred Compensation Plan. F3 · derivative.exercise_date: The units are to be settled in Vulcan Materials Company common stock commencing at the retirement of the reporting person. F3 · derivative.expiration_date: The units are to be settled in Vulcan Materials Company common stock commencing at the retirement of the reporting person. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.